Number of Shares
162,660.00
Current Holdings Value*
$13.10 Mil
% of Portfolio
5.19%
Total Estimate Gain
$-1.81 Mil
% of Total Estimate Gain
-7.94%

Ecofin Global Renewables Infrastructure Fund's NextEra Energy Inc Holding Summary

As of 2024-08-31, Managed Portfolio Series held 162,660.00 shares of NextEra Energy Inc(NEE), totaling $13.10 Mil. This investment constitutes 5.19% of their stock portfolio, and Managed Portfolio Series now holds 0.01% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2020Q3. And since then Ecofin Global Renewables Infrastructure Fund has made 6 purchases of NEE, at an average price of $76.26, for a total of 298,370.00 shares. In addition, there have been 4 sales at an average price of $64.25 for 135,710.00 shares. Based on historical transaction data and NEE's current price of $75.18, Ecofin Global Renewables Infrastructure Fund's estimated gain on his NEE holdings is $-1.81 Mil, reflecting a -7.94% gain to date.

Ecofin Global Renewables Infrastructure Fund NEE ($75.18) Holding Chart

Ecofin Global Renewables Infrastructure Fund NEE ($75.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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